WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 1.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628,752 | -12.3% | 23,478 | -0.7% | 0.03% | -8.1% |
| Q2 2023 | $716,750 | +8.4% | 23,632 | +0.5% | 0.04% | -5.1% |
| Q1 2023 | $661,336 | -17.7% | 23,510 | -7.0% | 0.04% | -20.4% |
| Q4 2022 | $803,656 | +11.9% | 25,280 | +3.0% | 0.05% | -3.9% |
| Q3 2022 | $718,000 | -6.9% | 24,546 | -3.4% | 0.05% | -8.9% |
| Q2 2022 | $771,000 | +3.8% | 25,421 | +1.2% | 0.06% | -1.8% |
| Q1 2022 | $743,000 | -4.6% | 25,117 | +1.3% | 0.06% | +3.6% |
| Q4 2021 | $779,000 | +30.3% | 24,794 | +40.1% | 0.06% | +31.0% |
| Q3 2021 | $598,000 | -50.7% | 17,696 | -54.5% | 0.04% | -6.7% |
| Q2 2021 | $1,214,000 | +94.6% | 38,852 | +99.9% | 0.04% | -11.8% |
| Q1 2021 | $624,000 | +11.0% | 19,439 | -2.2% | 0.05% | -3.8% |
| Q4 2020 | $562,000 | +27.1% | 19,883 | +1.8% | 0.05% | +1.9% |
| Q3 2020 | $442,000 | -53.4% | 19,523 | -55.6% | 0.05% | -56.3% |
| Q2 2020 | $949,000 | +10.5% | 43,982 | -3.6% | 0.12% | -10.5% |
| Q1 2020 | $859,000 | -49.1% | 45,618 | -22.0% | 0.13% | -36.1% |
| Q4 2019 | $1,688,000 | +7.6% | 58,466 | +3.1% | 0.21% | -5.9% |
| Q3 2019 | $1,569,000 | +10.4% | 56,704 | +6.5% | 0.22% | +8.3% |
| Q2 2019 | $1,421,000 | -7.3% | 53,255 | -1.7% | 0.20% | -10.1% |
| Q1 2019 | $1,533,000 | +9.6% | 54,191 | +2.6% | 0.23% | +9.1% |
| Q4 2018 | $1,399,000 | +69.8% | 52,831 | +72.7% | 0.21% | +69.1% |
| Q3 2018 | $824,000 | +41.8% | 30,591 | +56.0% | 0.12% | +36.7% |
| Q2 2018 | $581,000 | +11.3% | 19,610 | +2.9% | 0.09% | 0.0% |
| Q1 2018 | $522,000 | -3.5% | 19,066 | +2.5% | 0.09% | +2.3% |
| Q4 2017 | $541,000 | +21.6% | 18,610 | +251.1% | 0.09% | +15.8% |
| Q3 2017 | $445,000 | +86.2% | 5,300 | +79.4% | 0.08% | +22.6% |
| Q2 2017 | $239,000 | +56.2% | 2,954 | +55.5% | 0.06% | +44.2% |
| Q1 2017 | $153,000 | +106.8% | 1,900 | +111.1% | 0.04% | +59.3% |
| Q4 2016 | $74,000 | +27.6% | 900 | +16.4% | 0.03% | +17.4% |
| Q3 2016 | $58,000 | +5.5% | 773 | 0.0% | 0.02% | -11.5% |
| Q2 2016 | $55,000 | +3.8% | 773 | 0.0% | 0.03% | -3.7% |
| Q1 2016 | $53,000 | +6.0% | 773 | 0.0% | 0.03% | +12.5% |
| Q4 2015 | $50,000 | +2.0% | 773 | 0.0% | 0.02% | -11.1% |
| Q3 2015 | $49,000 | -55.5% | 773 | -50.4% | 0.03% | -46.0% |
| Q2 2015 | $110,000 | +96.4% | 1,559 | +98.3% | 0.05% | +100.0% |
| Q1 2015 | $56,000 | +1.8% | 786 | +1.7% | 0.02% | +8.7% |
| Q4 2014 | $55,000 | – | 773 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |